CWM Advisors, LLC
Holdings in ADV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,193,962 | 554,271 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $11,317,869 | 295,892 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $9,828,819 | 297,843 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $8,751,393 | 231,825 | Shares | Sole | 2025-06-03 |
| 2024-12-31 | $10,076,263 | 138,031 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $10,515,093 | 122,625 | Shares | Sole | 2024-10-10 |